Rise of the Asean Super Apps
Add BT as a preferred sourceSOUTH-East Asia has lagged behind the rest of Asia in the digitalisation of its economies. However, with recent improvements in infrastructure/logistics, mobile networks and payments and the Covid-19 crisis forcing people to stay at home and shop online, Asean is likely to see significant inflection in digitalisation over the next few years.
This change will create opportunities for new players and likely disrupt existing ones. Historically, digitalisation of economies has followed a fairly predictable path: consumers buy more online, socialise more online and pay for more products online. What is different is how consumers access each of these services.
We see two distinct models:
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